+441.0%
TEAM vs MUB
+21.7%
+419.3%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.4% | -3.6% | -3.5% |
| 7D | -22.2% | +0.6% | -22.8% | -22.9% |
| 30D | -28.1% | +3.4% | -31.6% | -31.3% |
| 3M | -2.2% | -0.7% | -1.5% | -1.3% |
| 6M | +62.2% | -1.0% | +63.2% | +64.5% |
| YTD | -8.4% | 0.0% | -8.3% | -8.2% |
| 1Y | -6.6% | +0.4% | -7.0% | -6.9% |
| 3Y | -15.7% | +10.5% | -26.2% | -25.5% |
| 5Y | -65.7% | +3.1% | -68.8% | -67.8% |
| 10Y | +441.0% | +22.0% | +418.9% | +385.1% |
| All | +441.0% | +21.7% | +419.3% | +385.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded MUB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling